Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
A continuation of some of the Japan centric themes expressed in the Commentary.
investors showed renewed appetite for commodities as the new year got underway.
Gold grabbed the limelight with a 1.5 percent jump to $1,223.46 an ounce, recouping just …
via Seeking Alpha
A tripling of the market over the last five years has made it a difficult environment for value investors looking for ideas, writes Tsachy Mishal; difficult, but not impossible. Mishal has recently put money to work
Muni Bond Clos…
Bought INF recently after Scott's discussions of infrastructure plays.Nice monthly div. http://www.cefconnect.com/Details/Summary.aspx?Ticker=INF Also consider UTF http://www.cefconnect.com/Details/Summary.aspx?Ticker=UTF and MFD http://www.cefconn…
I find this letter to the editor of The Wall Street Journal dated Sept.13th of this year both amusing and ironic.The linked article is pay-walled but includes a lengthier letter in the same vain.
If the market had been left to its own devices, we wo…
Reply to @mrdarcey: Had the same experience as of this week.Somewhat disappointing.Moving the affected funds elsewhere.Other than this recent development,have been satisfied with Fidelity.
Reply to @scott: Any way to avoid additional Canadian Brokerage charges when purchasing OTCMKTS:GRCLF.I ran test trades @ Fido/Schwab and both tack on add-ons.Experienced these previously and just moved on.You make a good case for the stock and it…
From Seeking Alpha
Investors continue to pour assets into depreciating gold miner ETFs
Go figure: The Market Vectors Gold Miners ETF (GDX) has now slid ~55% YTD to a five-year low, yet the fund has nearly doubled in size to $6.8B, as investors have …
Signs of Synchronized Global Expansion Scot Minard /Guggenheim (Bullish )
The latest readings of global Purchasing Manager Indices (PMIs) reflect a convergence in manufacturing activities across different regions. Major advanced economies, includin…
Reply to @scott: This entire space has gotten absolutely creamed. In terms of "right time", I dunno, maybe it isn't,
Getting Cheaper.
"Meanwhile, last month's big loser among the major asset classes: US REITs, which shed a hefty 5.2% for the month …
Here's the Manager.The ENTIX fund is slightly underwhelming.
http://blogs.babson.edu/leadership/tag/joel-shulman/
Manager(s) ENTIX
Joel M. Shulman
07/29/2005 —
Dr. Shulman has been employed by the EntrepreneurShares, LLC as a portfolio manager …
Wealth of Opportunity
Ford looking to launch new small car in India
Ford India today said it is looking at introducing another small car in the country as part of its strategy to roll out eight new products by 2015.
Currently, the booking for the c…
Reply to @TheShadow: Thanks for the added color.And thanks for all the open/close info you provide.Tip of the cap on ESMAX. Added in the last week leading to the hard close.
P.S.“As of the open of business on December 4, 2013, the Fund will be close…
Don't forget to buy from Amazon through MFO Website
LA Times wine and dine critic's Holiday Books. HINT HINT Buy@ Amazon
http://www.latimes.com/food/la-fo-cookbooks-20131130,0,5379606,full.story
On a different note,today is Giving Tuesday.Please co…
Not about U S Markets,but the word PANIC has appeared
Time to panic over Brazil? • 4:18 PM From Seeking Alpha
“Brazil’s capital markets appear to be suffering from a sudden flight of capital," says Michael Shaoul, warning of a danger of "abrupt col…
It appears the fund paid a dividend at an annual rate around 1.445 % per annum and the fund's NAV increased another $0.08 which approximates a return at an annual rate of 9.458 %. That increased NAV includes mostly accrued interest and possible capi…
A Seeking Alpha Article with Mutual Fund Recommendations for more Diversification
Courtesy of Montecito Capital Management (M C M) The firm's clients hold positions in many of the securities/funds referenced.
CORE PORTFOLIO* (70% Portfolio) ETFs/…
Another Step Back 3:25 PM Seeking Alpha
GDX
Gold miner ETF sinks to five-year low, gold closes at lowest since July
The Market Vectors Gold Miners ETF (GDX -5.5%) plunges to a fresh five-year low thanks to the newest PMI manufacturing data, which cl…
More Historical Perspective
"A great year for stocks raises the question of how 2014 will be. Now is the time to think about it."
December 1, 2013 - 12:01 am EST
http://www.investmentnews.com/article/20131201/REG/312019999?template=printart
From Kenny Polcari this AM
Committed to safety? This is a shopping mall and women are Stun Gunning each other? Really? It borders on IRRATIONAL STUPIDITY. And so it makes perfect sense that so many people will turn to the internet to do all of their…
Continue to recommend THBVX in this space.True micro-cap with lower turnover rate than most.For the beginner or young investor, a great opportunity @ Fidelity ,$100 initial and $25 subsequent in any acct. Sshh! A secret.Like the old days!
http://p…
From Seeking Alpha
Gundlach: Time to buy interest rate risk
"People are absolutely freaking out about interest-rate risk," says Jeff Gundlach, sitting down with Robert Shiller to size up the investment landscape. Ever the contrarian, Gundlach sugges…
Text Book Risk/Reward ?
Already the world's No. 3 corn and soybean exporter, Argentina stands to become a major oil and gas producer as well if the government can attract the tens of billions of dollars it needs to exploit the Vaca Muerta (Dead Cow…
5. The incentive structure for the work. Who sponsored it and who benefits most by its findings? Payoffs influence the quality and integrity of the work; industry research is often suspect for this reason. A decoupled alignment of incentives with pe…
From seeking Alpha 9:00 AM
AGG
Investor behavior: Same as it ever was
The financial crisis changed nothing, writes Vanguard's Fran Kinniry: Investors continue to chase returns, and have lately been jettisoning fixed income for stocks. Driven by the …
Bee,Thanks for this link.Some I am familiar with, others would take more research by me for rather generic and group-think info. It is an excellent financial resource aggregator for this board.We should all bookmark it for at least a once a week gla…
From Seeking Alpha 7:39 AM
GLD
Paulson reportedly not buying more gold
No longer having confidence inflation will accelerate anytime soon, John Paulson tells clients he won't be investing any more of his money into his gold fund, reports Bloomberg. …
Reply to @MikeW: I started with this Fund in March directly from the Fund.Good option for beginning investors or younger people with limited investment funds.
Automatic Investment Plan $100 Initial
Subsequent Investments $50
I listened to the call…
From Michael Aronstein,Marketfield Fund (MFLDX)Portfolio Manager(pages 4-5) 3rd Quarter Commentary
http://www.nylinvestments.com/polos/MSMK02h-101345910.pdf
We are highlighting the connection between inflationary monetary policy, asset inflation and…
From Kenny Polcari
http://www.kennypolcari.com/2013/11/15/morning-thoughts1800-here-we-come-try-the-pureed-escarole-soup-wfresh-mozzarella/
And Boring? Did anyone think she had a ‘firecracker’ personality? Is a personality even a prerequisite for t…
Ted,
I finally surpassed my previous portfolio record high set on 10/28.Also a good day for foreign and precious metal funds, which have been an anchor.Like you say,don't fight the fed! Kenny Polcari this AM:
"Stocks are moving higher because the F…
Not a bad way to follow.Closed end fund.PEO
Market Value
% of Net Assets
Exxon Mobil Corp.
$127,634,317
15.3%
http://www.peteres.com/investment-information/at-a-glance
Or Fidelity's new commission free E T F
https://screener.fidelity.com/ftgw…
Reply to @clemg64:
Fairholme proposes $52B recap for GSEs: WSJ
Fairholme Capital Management offers to spearhead a move by a consortium of investors aimed at "purchasing, recapitalizing, and operating the mortgage-guarantee businesses" of Fannie Ma…
Reply to @catch22: This is part of the major issues you often make. Japan is ready to make a proposal to build some of the plane 's parts in Japan and South Carolina will help fund just about whatever Boeing asks !
http://www.reuters.com/article/201…
DoubleLine's Gundlach says U.S. equities 'only game in town'
But hesitant at this level
http://www.reuters.com/article/2013/11/13/us-gundlach-stocks-interview-idUSBRE9AC1AM20131113?feedType=RSS&feedName=businessNews
Not the best of news!
From S…
“One of the problems for the bears is that everyone seems to acknowledge that we are due for a correction,” says David Rosenberg, who recently joined the market bull camp. “But it may well be this near-universal perception of a correction means that…